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HubSpot Service Hub Training
Enroll in HubSpot Service Hub Training – Master Customer Support Workflows, Ticketing, Automation & Service Analytics
Course Overview
Learn how to manage, automate, and optimize customer support operations to deliver exceptional service experiences and improve customer retention.
The HubSpot Service Hub Training by Iteanz is designed to empower aspiring customer support professionals, service managers, CRM users, customer success teams, and operations teams with end-to-end expertise in managing, automating, and optimizing customer service processes using the HubSpot Service Hub platform.
This training equips learners with practical, hands-on skills to deliver exceptional customer support experiences, manage tickets efficiently, streamline service workflows, and improve customer satisfaction across the entire post-sales journey. Participants will learn how to configure ticket pipelines, manage customer conversations, set up shared inboxes, automate ticket routing, define SLAs, and implement customer feedback tools such as CSAT, NPS, and surveys within HubSpot.
The program also covers advanced Service Hub capabilities including ticket automation, knowledge base creation, customer portals, playbooks, service-level reporting, and performance dashboards. Learners will gain best practices for service process standardization, ticket prioritization, resolution tracking, CRM data hygiene, and alignment between support, sales, and success teams to drive long-term customer retention and loyalty.
Prerequisites
Technical Prerequisites
- Basic understanding of cloud-based applications and browser-based business tools
- Familiarity with CRM platforms or customer service/support tools
- Basic knowledge of contacts, companies, tickets, pipelines, and service stages
- Understanding of workflows, triggers, and rule-based automation is helpful
- Prior exposure to HubSpot or similar service management platforms is beneficial but not mandatory
Domain Prerequisites (preferred but not mandatory)
- Understanding of customer support, service operations, or customer success processes
- Familiarity with B2B or B2C customer service workflows and post-sales journeys
- Awareness of service metrics such as response time, resolution time, CSAT, and NPS
- Basic understanding of service performance tracking and reporting
Recommended Skills
- Strong communication and customer empathy skills
- Problem-solving mindset for handling support issues and escalations
- Ability to follow and optimize structured service workflows
- Attention to detail while managing tickets, customer data, and interactions
- Interest in customer service automation, CRM optimization, and customer experience improvement
Learning Objectives
Architect Support Systems: Set up a unified help desk and multi-channel inbox (Email, Chat, Facebook Messenger).
Optimize Workflows: Automate ticket routing and status updates to reduce manual overhead.
Enable Self-Service: Build and maintain a high-ranking Knowledge Base to reduce support ticket volume.
Measure Sentiment: Deploy and analyze NPS, CSAT, and CES surveys to drive customer retention.
Utilize AI: Leverage HubSpot "Breeze" AI agents for 24/7 customer query resolution.
Generate Insights: Build custom service dashboards to track team productivity and SLA compliance.
Who Can Attend
Customer Support Agents & Leads: To streamline daily ticketing and communication.
Customer Success Managers: To track customer health and drive proactive retention.
CRM Administrators: To configure the technical backend and automation of Service Hub.
Operations Managers: To optimize service delivery processes and reporting.
Small Business Owners: To build a professional, scalable support infrastructure.
Curriculum
Module 1: Introduction to Service Hub & Inbound Service
- Understanding the Inbound Service Framework (Attract, Engage, Delight).
- Service Hub Interface walkthrough and navigation.
- Connecting your team’s shared email and social channels to the Conversations Inbox.
Module 2: The Help Desk & Ticketing System
- Configuring ticket pipelines and custom stages.
- Creating and managing tickets from the CRM and Inbox.
- Defining Service Level Agreements (SLAs) and tracking response times.
Module 3: Multi-Channel Communication & Chatbots
- Setting up Live Chat for real-time website support.
- Building basic and AI-powered Chatbots (Chatflows) for lead qualification and support triage.
- Managing Facebook Messenger and WhatsApp integrations within HubSpot.
Module 4: Knowledge Base & Self-Service Tools
- Setting up a Knowledge Base domain and branding.
- Writing, categorizing, and optimizing articles for SEO.
- Analyzing Knowledge Base performance (search terms and article helpfulness).
Module 5: Customer Feedback & Sentiment Analysis
- Designing and deploying Customer Satisfaction (CSAT) surveys.
- Measuring long-term loyalty with Net Promoter Score (NPS) surveys.
- Using Customer Effort Score (CES) to identify friction in the support process.
Module 6: Service Automation & Workflows
- Automating ticket assignments based on agent capacity or expertise.
- Setting up automated "closed-loop" feedback emails.
- Using Workflows to trigger internal notifications and task reminders.
Module 7: Customer Portal & Success Workspace
- Configuring the Customer Portal for client ticket transparency.
- Using the Success Workspace to manage a book of business.
- Setting up "Health Scores" to identify at-risk customers before they churn.
Module 8: Advanced AI & Breeze Agents
- Implementing the "Breeze" AI Customer Agent for 24/7 support.
- Using AI for ticket summarization and drafting responses.
- Leveraging AI-driven insights to improve service content.
Module 9: Service Reporting & Analytics
- Building standard and custom service reports.
- Analyzing "Time to Close" and "Volume by Channel" reports.
- Creating a Master Service Dashboard for leadership stakeholders.
Module 10: Hands-on Project & Certification Prep
- Capstone Project: Setting up an end-to-end service process for a mock company.
- Review of HubSpot Service Hub Software Certification exam topics.
- Final Q&A and best practices for HubSpot administration.
Get Started with a Demo
Key Features of our Training.
Expert Trainers
Learn from experienced professionals and industry experts with real-world knowledge.
Hands-On Training
Gain practical experience through real-world scenarios, projects, and interactive exercises.
Customizable Corporate Training
Tailored solutions to meet the unique needs of organisations and teams.
Certifications & Assistance
Courses are aligned with international standards and we also help you to prepare for globally recognised certifications.
Global Recognition
Trusted by individuals and enterprises worldwide, with a track record of successful alumni and partnerships.
24 x 7 Expert Support
We have a 24x7 online support team to resolve all your technical queries, through a ticket-based tracking system, for a lifetime.
Testimonials
Success Stories in Their Own Words
“As an owner wearing many hats, this training was the perfect investment. It gave me a clear, manageable roadmap to organize my customer service. The faculty was patient, and the content was directly applicable from day one. Wonderful team and course!”
Manjunath
Small Business Owner
“This course made a complex platform feel approachable and exciting! The trainer was incredibly engaging, using relatable stories. My confidence in using Service Hub to improve client communication has skyrocketed. The support team was always cheerful and helpful.”
Sridhar Dheer
Client Relations Coordinator
“As an analyst, I valued the deep dive into creating custom dashboards and interpreting customer feedback data within Service Hub. The training moved beyond basics to teach technical data synthesis for genuine customer journey insights.”
Sunaina Kashyap
Customer Experience Analyst
“The curriculum expertly addressed SLA pipeline configuration performance analytics. The technical modules on data hygiene and automation logic were precise. This training transformed our support team’s operational methodology from reactive to proactive."
Twinkle Oberoi
IT Service Delivery Manager
FAQ's
Will I get placement assistance?
Iteanz is providing 100% placement assistance on our key courses. We help you with career counseling, Exams on Key courses, Mock Interviews and Technical Interviews Tips.
Landing an interview proves that you have the job-specific skills for the position, but how do your interview skills stack up? Also, Soft skills are often the most important factor in showing you're the best candidate for the job.
Hence we are conducting FREE TRAINING on Soft-Skills worth Rs-25,000 to all Iteanz students which will help you to attend the interviews with more confidence.
Can I attend a demo session before enrollment?
Yes. We arrange a free demo for all the courses either in the Classroom or Live-Online demo. Please fill the demo request form to schedule a free demo.
What if I miss a class?
You will never miss a lecture at myTectra. You can choose either of the two options:
Classroom Training:
- If you miss one or a few classes we can give a backup class based on the trainer and your convenient time.
- In case you miss many classes, we can reschedule your class with upcoming batches or other running batches based on how many course topics you have completed so far.
Live-Online Training:
- View the recorded session of the class available in your LMS.
- You can attend the missed session, in any other live batch.
What if I have more queries?
Just give us a CALL at +91-80-468-10331 OR email at info@iteanz.com
What are the payment options?
Payments can be made using any of the following options and a receipt of the same will be issued to you automatically via email for both classroom training and Online training.
- Visa Debit/Credit Card
- American Express and Diners Club Card
- Master Card
- PayPal
- Net Banking/Wire Transfer
- UPI Payment such as Google Pay, PhonePe, Paytm
- Cash/Cheque/DD ( Not for Online Training )
Where do the classes take place?
For Individual:
Classroom Training - Bangalore
Live-Online Training - Globally
For Corporates:
Classroom Training - We deliver classroom training for corporate in more than 20 countries. Send us an Enquiry Now!
Online Training - Globally
* All of the classes are conducted live online. They are interactive sessions that enable you to ask questions and participate in discussions during class time. We do, however, provide recordings of each session you attend for your future reference.
Who are the Trainers?
Our Trainer’s are chosen not only for their knowledge and expertise but also for their real-time experience in the respective courses.
Career Services
Placement Assistance
Resume & LinkedIn Profile Building
Exclusive access to Iteanz Job portal
Access to Soft Skill Enhancement
Mock Interview Preparation
One-on-one career guidance
Related Programs
Corporate Training
Empower your team to excel—transform potential into performance with Iteanz Corporate Training today!
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